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Hi everyone. I'm David Clarke,
and I work at Microsoft on
the Dynamics 365 Field Service Team.
Today I want to show you how easy it is to
get up and running with Field Service.
By the end of this video,
within just 10 minutes,
we will set up a Field Service trial,
create and schedule a work order,
and then view and complete the work order
on the Field Service mobile app.
Let's jump in. The first thing we
need to do is create an environment that will give us
a trial of Dynamics 365 Field Service.
There are a few ways to do this,
but I'm choosing to go to trials.dynamics.com.
From there, I'm going to sign up
for a trial for development purposes,
and then continue signing up.
First enter your e-mail address.
Then enter information about yourself and your company.
Enter your phone number,
and enter the verification code that is sent to you.
Next you need to create a business identity.
I am going to enter
contosocoffee as the example business.
Then I'm going to create a username and password,
and finally choose "Sign up".
The last step is to choose "Get Started"
and this will take us to the Power Platform environment.
From here we need to create an environment.
As an example, I will name my environment
Contoso Coffee Field Service, then choose "Next".
For the URL of my environment,
I'm going to enter Contoso Coffee 20,
making my URL, contosocoffee20.crm.dynamics.com.
Make sure to choose a unique one for yourself.
You will want to make sure that
Dynamics 365 apps are enabled.
Below that, for automatically deploy these apps,
choose an option that includes field service.
In this example, I am choosing "All
enterprise applications" and then "Save".
In the background, the system
will prepare your environment.
Right now the state is preparing instance.
After a minute or so,
the state will change to ready
when your environment is created.
Now that your environment is ready,
the next step is to add users.
Go to the Menu and then Admin.
This will take you to the Microsoft 365 Admin Center.
Then go to Users in the left navigation.
By creating the trial environment,
we created one administrative user.
Next let's create another user that represents
a frontline worker who will view
and complete work orders with the mobile app.
Select "Add user" at the top.
Enter your first and last name.
In our example, we will enter Archie Boyle.
Then enter your username,
and then create a password.
Take note of the username and password that you created,
and then select "Next".
Ensure your user is assigned a license that
gives him or her access to Field Service.
Select "Next". For optional settings,
you can enter more information.
As an example, we will enter an address for this user.
This is optional but recommended.
Then select "Next" again, and then close.
We now have two users.
One who will be
a back-office administrator and dispatcher,
and another who will be the frontline worker.
The next step is to assign
the new frontline worker user to your trial environment.
In the left navigation pane,
go to Admin Centers,
then the Power Apps Admin Center.
Select and highlight your Field Service Environment
and choose "Settings" in the top ribbon.
Under Users and Permissions select "Users".
Then select "Add user" at the top.
Find and select the frontline
worker user you just created.
In our example, it's Archie Boyle.
Then select "Add".
You will then see two users added to this environment.
Now that we have our trial environment and users setup,
we are ready to open up
the Field Service Application and begin using it.
From the Power Platform Admin Center, go to environments,
and then select your Field Service environment,
and choose "Open environment" in the top ribbon.
Here you will land on the Field Service get started page.
This is a great place to begin using Field Service,
and it will guide you through the
core Field Service workflow
of creating a frontline worker,
account, work order, and then scheduling the work order.
At the bottom of the page,
you will find other resources like
release notes and community forums.
Let's start by setting up a frontline worker.
For users, enter
the frontline worker user you just created.
In our example, it is Archie Boyle.
If needed, you can enter multiple users to
create multiple frontline workers at one time.
Characteristics or skills and
certifications that your frontline worker may possess,
add or create these as needed.
Service territory is the geographic region
your frontline worker operates in.
Again, add or create this as needed.
Select the time zone that
your frontline worker primarily works in.
Below that, enter the security role and
field security profiles that
should be granted to your frontline worker.
These control what data
the frontline workers have access to.
It is recommended to use
the default values that are pre-populated.
The mobile offline profile will
control what data is downloaded to
the frontline worker's mobile app
when he or she logs in later on.
Again, it is recommended
to use the one already populated.
If you have e-mail setup,
your frontline workers can be sent an e-mail
encouraging them to download the mobile app.
But for now, we will just choose, "Save and Close".
Next let's create an account.
An account represents a customer,
who in this case may need on-site
service from a frontline worker.
If prompted, I encourage you to
allow Field Service to use your location.
To keep it simple,
we will add a name of the customer and
then a service address where the customer is located.
In this example, we will say the customer
is located on the Microsoft campus.
You can add more information about
this customer account later on,
then "Save and Close".
Next let's create a work order.
Work orders represent work that needs to be done,
typically on-site at the customer's location.
Let's imagine that Adventure Works Coffee
is having issues with their coffee machine,
and we at Contoso Coffee can help them.
For service account, enter the account you just created.
For work order type,
enter or select an existing value.
A work order type is
a high-level classification of the work.
In this case, we will choose "Inspection".
Then enter a summary of the work order.
For price list, simply enter
a default value or create a new one.
Price list control how much products and
services sold to the customer will cost.
In order to complete a work order,
the frontline worker may need to complete
a series of tasks or checklist items.
Let's create a new one.
As an example, the frontline worker may need to
review and record diagnostic codes on the coffee machine,
and this might take 45 minutes.
Next let's add products.
Products are parts that may be
used and billed to the customer.
We may need to replace Adventure Works coffee machine,
so let's add that as a product.
Enter a name of the product,
then select "Inventory" for Product Type.
Then enter a Product ID.
For Unit Group and Default Unit,
select "Default Unit" and "Primary
Unit" or something else based on your business needs.
Then "Save and Close".
Next let's add a service.
This represents labor the frontline worker may
perform as part of
the work order to resolve the customer's issue.
Let's create a new service called
Standard Hourly Labor Charge.
For Product Type, we will choose "Service".
Again, enter a Product ID,
Unit Group, and Default Unit.
Then "Save and Close".
At this point we have outlined
a work order to inspect the coffee machine,
save and close the work order.
The last step is to schedule
the work order to the frontline worker.
Select the "Schedule" button.
This will take you to the schedule board.
From here, we will toggle to the new schedule board.
In the middle of the screen,
we see our frontline worker that we created,
in our example, it's Archie Boyle.
Down below is the work order we also just created.
Simply click and drag the work order
and drop it onto the frontline worker's schedule.
Now that the work order is scheduled,
that last step is to view it on
the mobile app as a frontline worker.
On your iOS or Android phone or tablet,
go to your device's app store and search
for Field Service Dynamics 365.
Then download and open the app.
Sign in with the username and password of
the frontline worker user you set up,
and that you scheduled a work order to.
This is different than the username and password used
to login to the Admin Center on your laptop.
Then select your app from the list.
If you don't see your app,
choose the "Menu" icon in the top left,
then select "Show non-production
apps" then tap the "Field Service Mobile app".
Upon logging in, you will see the app
begins downloading data in the background,
assuming you are connected to the Internet.
Once the data is downloaded,
you'll be able to work in
areas without Internet connection.
You are first taken to the booking calendar view.
You should see the work order you
just scheduled to your frontline worker.
By tapping the "Work Order",
we can see more information like start time.
In the customer tab,
you can see the account name and address.
In our example, it's Adventure Works Coffee.
In the service tab is the tasks,
products, and services we
added to the work order earlier.
Frontline workers can tap the task to complete it,
or tap a service or product to market as used.
The notes tab makes it easy to add text,
photos, and videos to the work order.
Back in the main menu,
frontline workers can view lots of other information,
like their list of contacts,
assets, IoT data, and time entries.
Congratulations for setting up Field Service
and successfully viewing work orders on the mobile app.
This is just the tip of the iceberg
when it comes to Field Service,
so take a look at the other exciting capabilities
across scheduling,
asset servicing, mixed reality, and IoT.
Good luck, and bye for now.
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